Century Funds Management INC
Assets Under Management
$6.5M
Number of Clients
14
Number of Advisors
2
Avg. Portfolio per Client
$467K
Avg. Managed per Advisor
$3.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Century Funds Management manages investment portfolios for individuals, high net worth individuals, and institutions. They use a diversified equity or balanced account strategy aiming for capital appreciation and current income with low equity market risk. Century Funds Management does not offer financial planning services.
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees for non-discretionary portfolios are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
UT, United States